Gillian Hepburn

‘Family dynamics, financial education and emotions’

Schroder Adviser Pulse Survey provides some insight

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

Alex Funk to become CIO

The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.

Rewatch event

Schroders 2020 UK Financial Adviser Survey

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PA Working Lunches